For teams already on Salesforce or HubSpot
Keep your CRM. Add the forecast confidence layer.
You don't need to rip out Salesforce to fix the rep-adoption problem. Outcome Engine's overlay mode captures one-sentence rep updates, structures them, and writes them back to your CRM on a clean audit trail — so the forecast finally reflects reality.
Overlay mode is in private beta with select Enterprise design partners. Bidirectional Salesforce + HubSpot sync ships Q3 2026.
Why overlay
CRM migration is a 6-month problem. Forecast accuracy is a this-quarter problem.
Replacing your CRM means re-permissioning hundreds of users, redoing integrations, retraining reps, and asking your CFO for budget you don't have. Overlay mode lets you fix the rep adoption + forecast problem without any of that.
Status quo
Stay on legacy CRM
- Reps avoid the CRM
- Forecast meetings interrogate stages
- Pipeline reviews surface dead deals 3 weeks late
- Nothing changes
Risky
Rip-and-replace CRM
- 6 months of migration project work
- Re-permission every integration
- Retrain every rep on a new system
- Hope adoption sticks this time
Recommended
Overlay mode
- Keep Salesforce or HubSpot exactly as-is
- Reps update in one sentence in Outcome Engine
- Updates sync to your CRM on save with audit
- Forecast confidence layer goes live in days, not months
How overlay mode works
One sync. Bidirectional. Audit-logged.
Rep captures in OE
Voice or text — one sentence after every call. Same workflow as on the standalone product.
AI structures
Claude parses into stage moves, follow-ups, contacts, deal health. Rep confirms in one tap.
Sync to your CRM
On confirm, fields write to Salesforce or HubSpot via the standard REST API. Same field IDs, same audit log.
Forecast layer overlays
Deal health, evidence-backed scores, and live forecast read directly from your CRM data. No parallel system.
What gets written back
You map the fields. We sync them.
Workspace admin maps each Outcome Engine concept to your CRM field once during setup. Stage transitions go to Opportunity.StageName (Salesforce) or deal.dealstage (HubSpot). Activities go to Task / engagement. Custom fields (deal health, AI confidence, evidence breakdown) write to fields you create. Nothing magical, nothing hidden.
Built for procurement
Audit-grade writes. No surprises.
Human confirmation required
Every AI suggestion renders as a chip. Rep confirms before anything writes to your CRM. Admin can require approval on specific fields (e.g., stage moves) workspace-wide.
Audit log per write
Each CRM write records the rep, the original sentence, the AI suggestion, the final value, and the timestamp. Exportable, immutable, searchable.
Reversible writes
Bad write? Revert from the activity timeline within 7 days. The audit log preserves the original AI suggestion, the rep edit, and the revert.
OAuth, scoped permissions
Salesforce + HubSpot OAuth with the narrowest scopes that work. Workspace admin sees and revokes the integration in one click.
No bulk data export
Overlay mode reads + writes per-deal in real time. We don't replicate your CRM database to ours. Your CRM remains the source of truth.
No training on customer data
Anthropic's commercial API excludes inputs and outputs from training. We hold them to it contractually. Standard across all Outcome Engine plans.
Roadmap · honest dates
What ships when.
- Live today
One-sentence rep capture + structured update modal
The capture UX is identical to the standalone product. Reps don't learn a second tool.
- Live today
Evidence-backed deal health scoring
Six signal categories with audit trail. See methodology for details.
Methodology - Q3 2026
Salesforce bidirectional sync
OAuth, field mapping wizard, write-back audit log. Design partners testing now.
- Q3 2026
HubSpot bidirectional sync
Same shape as Salesforce, HubSpot CRM v3 API.
- Q4 2026
Forecast backtesting against CRM history
Score each deal-stage transition against the actual close outcome to calibrate signal weights to your specific motion.
Become an overlay design partner.
We're onboarding a small cohort of Salesforce + HubSpot customers to validate the sync UX. Design-partner pricing available through 2026.